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red/.planning/phases/11.1-agent-and-client-initials/11.1-03-SUMMARY.md

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phase, plan, subsystem, tags, requires, provides, affects, tech-stack, key-files, key-decisions, patterns-established, requirements-completed, duration, completed
phase plan subsystem tags requires provides affects tech-stack key-files key-decisions patterns-established requirements-completed duration completed
11.1-agent-and-client-initials 03 testing
e2e-verification
agent-initials
client-initials
signing-workflow
phase plan provides
11.1-agent-and-client-initials 01 agentInitialsData column, GET/PUT /api/agent/initials, AgentInitialsPanel, orange palette token, isClientVisibleField() security boundary
phase plan provides
11.1-agent-and-client-initials 02 preparePdf() agentInitialsData param with embed-once-draw-many, 422 guard in prepare route, single DB query fetch
Human end-to-end verification confirming all four INIT requirements satisfied in live portal testing
Phase 11.1 marked complete
added patterns
created modified
No code changes in Plan 03 — all deliverables were complete in Plans 01 and 02; Plan 03 is pure human E2E verification
All four INIT requirements (INIT-01 through INIT-04) verified by human in a single 5-step live test
INIT-01
INIT-02
INIT-03
INIT-04
<1min 2026-03-21

Phase 11.1 Plan 03: Human E2E Verification Summary

All four INIT requirements confirmed working end-to-end by human: agent draws/saves initials, initials embedded in prepared PDF at placed field coordinates, agent-initials absent from client signing session, existing client-initials flow unaffected

Performance

  • Duration: <1 min (human verification checkpoint)
  • Started: 2026-03-21
  • Completed: 2026-03-21
  • Tasks: 1 (human verification checkpoint — approved)
  • Files modified: 0

Accomplishments

  • INIT-01 verified: Agent drew and saved initials on /portal/profile; thumbnail visible with "Update Initials" button
  • INIT-02 verified: "Update Initials" flow replaces saved initials with a new one; thumbnail updates correctly
  • INIT-03 verified: Orange "Agent Initials" token visible in FieldPlacer palette; initials PNG embedded in prepared PDF at placed field coordinates; agent-initials field absent from client signing session
  • INIT-04 verified: Existing purple "Initials" client token unchanged; client still prompted to initial during signing; modal shows "Add Initials"; initials embedded correctly in signed PDF

Task Commits

No code commits in this plan — all implementation was completed in Plans 01 and 02.

Plan metadata: (included in final docs commit)

Files Created/Modified

None — this plan contains no code changes. All deliverables were shipped in Plans 01 and 02.

Decisions Made

  • No code changes in Plan 03 — all deliverables were complete in Plans 01 and 02; this plan is pure human E2E verification
  • All four INIT requirements verified by human in a single 5-step live test on 2026-03-21

Verification Steps Passed

Step 1 — Save agent initials (INIT-01):

  • /portal/profile shows both "Agent Signature" section (existing, unchanged) AND new "Agent Initials" section below it
  • Drawing initials on the canvas and clicking "Save Initials" replaces canvas with thumbnail and "Update Initials" button

Step 2 — Update agent initials (INIT-02):

  • "Update Initials" opens canvas; drawing and saving new initials replaces old thumbnail with new one

Step 3 — Place agent-initials field and prepare (INIT-03):

  • Orange "Agent Initials" token visible in FieldPlacer palette (7th token, distinct from purple "Initials" client token)
  • Dragging token places orange field box on PDF
  • Prepare succeeds (no 422 error)
  • Downloaded prepared PDF shows initials PNG embedded at the correct position

Step 4 — Confirm agent-initials absent from client signing page (INIT-03):

  • Client signing link shows no interactive overlay at agent-initials field position
  • Client-signature and initials overlays (if placed) still appear normally for the client

Step 5 — Confirm client-initials unchanged (INIT-04):

  • Purple "Initials" token still works in FieldPlacer
  • Prepare embeds purple placeholder at correct coordinates
  • Client signing session shows interactive initials overlay
  • "Add Initials" modal opens; submitted initials embedded correctly in signed PDF

Deviations from Plan

None - plan executed exactly as written (checkpoint approved, no code changes).

Issues Encountered

None.

User Setup Required

None - no external service configuration required.

Next Phase Readiness

  • Phase 11.1 is complete. All four INIT requirements (INIT-01 through INIT-04) are satisfied and confirmed by live human testing.
  • Phase 12 (deployment) pending confirmation of deployment target (Vercel serverless vs. self-hosted container) — see existing blocker in STATE.md.
  • Phase 13 (AI coordinate accuracy) still requires integration test with full Utah REPC before ship.

Self-Check: PASSED

  • SUMMARY.md created at .planning/phases/11.1-agent-and-client-initials/11.1-03-SUMMARY.md
  • No code commits expected in this plan (human-verify checkpoint only)
  • Plans 01 and 02 commits exist: 33f499c, d9f618f (plan 01), fae1cf1, c876579 (plan 02)

Phase: 11.1-agent-and-client-initials Completed: 2026-03-21

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